UBS Group
WEEI

UBS Group’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

UBS Group’s Portfolio WEEI Stock Details WEEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.47K Buy
+304
New +$7.06K ﹤0.01% 8575
2024
Q3 		– Sell
-41
Closed -$975 – 10195
2024
Q2 		$975 Buy
+41
New +$984 ﹤0.01% 8712

Other funds holding WEEI

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

UBS Group's WEEI Position: Q1 2026 in Review

UBS Group opened a new position in Westwood Salient Enhanced Energy Income ETF (WEEI) in Q1 2026: 304 shares worth $7.47K. The stake represents ﹤0.01% of the portfolio and ranks #8575 among its holdings. This is a return to the name: UBS Group previously reported a position in WEEI as recently as Q2 2024.

UBS Group first reported a position in WEEI in Q2 2024 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold WEEI as of Q1 2026.

  • UBS Group held 304 shares of Westwood Salient Enhanced Energy Income ETF worth $7.47K as of Q1 2026.
  • Westwood Salient Enhanced Energy Income ETF was a new UBS Group position in Q1 2026.
  • Westwood Salient Enhanced Energy Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8575 holding.
  • UBS Group first reported a position in Westwood Salient Enhanced Energy Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.